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Marcus & Millichap

166 hedge funds and large institutions have $907M invested in Marcus & Millichap in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

25% more capital invested

Capital invested by funds: $726M → $907M (+$181M)

7% more funds holding

Funds holding: 155166 (+11)

2% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 58

0.46% less ownership

Funds ownership: 59.53%59.07% (-0.46%)

45% less call options, than puts

Call options by funds: $48K | Put options by funds: $87K

Holders
166
Holders Change
+11
Holders Change %
+7.1%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
59
Reduced
58
Closed
11
Calls
$48K
Puts
$87K
Net Calls
-$39K
Net Calls Change
-$43K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
151
Allworth Financial
California
$1.67K +$1.21K +32 +320%
VCM
152
Versant Capital Management
Arizona
$991
FFA
153
Farther Finance Advisors
California
$991 +$75 +2 +9%
RIL
154
Rothschild Investment LLC
Illinois
$991 +$943 +25 New
FMII
155
Farmers & Merchants Investments Inc
Nebraska
$753
LFG
156
Larson Financial Group
Missouri
$515
PA
157
Parallel Advisors
California
$436
Jones Financial Companies
158
Jones Financial Companies
Missouri
$435 +$415 +11 New
SIC
159
SJS Investment Consulting
Ohio
$318 -$38 -1 -11%
PFBT
160
Parkside Financial Bank & Trust
Missouri
$278
AWM
161
Abound Wealth Management
Tennessee
$199 +$189 +5 New
DF
162
Dunhill Financial
United Kingdom
$70 +$75 +2 New
JWA
163
JFS Wealth Advisors
Pennsylvania
$40 -$75 -2 -67%
MFG
164
Mendota Financial Group
Wisconsin
$40 +$38 +1 New
SIM
165
SummerHaven Investment Management
Connecticut
-$685K -21,744 Closed
Two Sigma Investments
166
Two Sigma Investments
New York
-$544K -17,244 Closed
UM
167
UniSuper Management
Australia
-$325K -10,302 Closed
D.E. Shaw & Co
168
D.E. Shaw & Co
New York
-$273K -8,656 Closed
Voloridge Investment Management
169
Voloridge Investment Management
Florida
-$249K -7,895 Closed
Verition Fund Management
170
Verition Fund Management
Connecticut
-$227K -7,192 Closed
EC
171
EntryPoint Capital
New York
-$162K -5,144 Closed
NC
172
nVerses Capital
Florida
-$22.1K -700 Closed
BIA
173
Bell Investment Advisors
California
-$536 -17 Closed
IC
174
Innealta Capital
Texas
-$378 -12 Closed
TFA
175
Transamerica Financial Advisors
Florida
-$1K -1 Closed